Principal Financial Group Inc
PFG- Exchange
- Nasdaq
- Industry
- Accident & Health Insurance
- SEC CIK
- 0001126328
No open-market purchases or sales by Principal Financial Group Inc insiders were filed in the last 90 days; 961 institutions reported holding it in 13F filings for Q2 2026, worth $18.4B in total; no superinvestor holds it.
13F holders, Q2 2022
Institutional positions in Principal Financial Group Inc as of Jun 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 691
- +14 vs. Q1 2022
- Shares held
- 188.6M
- +2.65M (+1.4%) vs. Q1 2022
- Total value
- $12.6B
- −$1.04B (−7.6%) vs. Q1 2022
- New holders
- 68
- 240 more added
- Sold out
- 54
- 238 more reduced
10 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PFG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 961 | $18.4B |
| Q1 2026 | 914 | $15.2B |
| Q4 2025 | 892 | $14.2B |
| Q3 2025 | 829 | $13.3B |
| Q2 2025 | 814 | $13.2B |
| Q1 2025 | 841 | $14.2B |
| Q4 2024 | 785 | $12.7B |
| Q3 2024 | 786 | $14.1B |
| Q2 2024 | 796 | $13.0B |
| Q1 2024 | 765 | $14.4B |
| Q4 2023 | 757 | $13.2B |
| Q3 2023 | 723 | $12.4B |
| Q2 2023 | 731 | $13.2B |
| Q1 2023 | 745 | $13.4B |
| Q4 2022 | 784 | $15.5B |
| Q3 2022 | 707 | $13.3B |
| Q2 2022 | 691 | $12.6B |
| Q1 2022 | 687 | $13.8B |
| Q4 2021 | 664 | $14.2B |
| Q3 2021 | 624 | $12.5B |
| Q2 2021 | 615 | $12.2B |
| Q1 2021 | 646 | $11.4B |
Institutions, Q2 2022
Shares, value and share of portfolio for each institution holding Principal Financial Group Inc; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Raymond James & Associates | 100,587 | $6.72M | 0.01% | +12,734+14.5% | Added |
| Korea Investment CORP | 100,083 | $6.68M | 0.02% | +5,683+6.0% | Added |
| Conning Inc. | 98,336 | $6.57M | 0.20% | −11,234−10.3% | Reduced |
| Churchill Management Corp | 97,832 | $6.53M | 0.16% | +6,677+7.3% | Added |
| Handelsbanken Fonder AB | 97,105 | $6.49M | 0.04% | +4,691+5.1% | Added |
| Robeco Institutional Asset Management B.V. | 93,781 | $6.26M | 0.02% | +25,404+37.2% | Added |
| AMG National Trust Bank | 91,805 | $6.13M | 0.23% | +12,608+15.9% | Added |
| Janus Henderson Group PLC | 89,036 | $5.95M | 0.00% | +7,424+9.1% | Added |
| Ensign Peak Advisors, Inc | 88,355 | $5.90M | 0.01% | −21,845−19.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 87,926 | $5.87M | 0.60% | −1,678−1.9% | Reduced |
| Employees Retirement System of Texas | 87,725 | $5.86M | 0.08% | 00.0% | Unchanged |
| LPL Financial LLC | 86,554 | $5.78M | 0.01% | +1,446+1.7% | Added |
| Voya Investment Management LLC | 85,911 | $5.74M | 0.01% | −8,355−8.9% | Reduced |
| Cambria Investment Management, L.P. | 84,490 | $5.64M | 0.73% | +84,490 | New |
| Nisa Investment Advisors, LLC | 84,199 | $5.62M | 0.05% | −11,820−12.3% | Reduced |
| ARGI Investment Services, LLC | 84,027 | $5.61M | 0.19% | +6,906+9.0% | Added |
| Aviva PLC | 84,027 | $5.61M | 0.03% | +35,938+74.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 83,927 | $5.61M | 0.01% | −14,012−14.3% | Reduced |
| USS Investment Management Ltd | 83,872 | $5.60M | 0.06% | −4,725−5.3% | Reduced |
| D. E. Shaw & Co., Inc. | 83,222 | $5.56M | 0.01% | +10,860+15.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 82,739 | $5.53M | 0.03% | −4,812−5.5% | Reduced |
| TD Asset Management Inc | 80,148 | $5.35M | 0.01% | −7,060−8.1% | Reduced |
| Rafferty Asset Management, LLC | 79,426 | $5.30M | 0.05% | −50,461−38.8% | Reduced |
| Forsta Ap-Fonden | 78,100 | $5.22M | 0.07% | −8,700−10.0% | Reduced |
| Retirement Systems of Alabama | 77,904 | $5.20M | 0.02% | −2,590−3.2% | Reduced |
| Amalgamated Bank | 77,622 | $5.18M | 0.05% | +14,321+22.6% | Added |
| Susquehanna International Group, LLP | 76,176 | $5.09M | 0.01% | −15,299−16.7% | Reduced |
| Standard Life Aberdeen plc | 73,431 | $4.92M | 0.02% | −16,064−17.9% | Reduced |
| NewSquare Capital LLC | 73,499 | $4.91M | 0.63% | +6,685+10.0% | Added |
| Old National Bancorp | 73,129 | $4.88M | 0.16% | +8,777+13.6% | Added |
| Arizona State Retirement System | 72,907 | $4.87M | 0.05% | −877−1.2% | Reduced |
| Macquarie Group Ltd | 72,250 | $4.83M | 0.01% | −1,441−2.0% | Reduced |
| Advisor Group Holdings, Inc. | 71,845 | $4.80M | 0.01% | +15,677+27.9% | Added |
| Allianz Asset Management GmbH | 70,780 | $4.73M | 0.00% | +6,937+10.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 69,802 | $4.66M | 0.01% | +17,759+34.1% | Added |
| State of Michigan Retirement System | 69,474 | $4.64M | 0.03% | +1,000+1.5% | Added |
| Wealthfront Advisers LLC | 69,233 | $4.62M | 0.02% | +5,243+8.2% | Added |
| AXA S.A. | 69,159 | $4.62M | 0.02% | −481,900−87.4% | Reduced |
| DekaBank Deutsche Girozentrale | 68,633 | $4.52M | 0.01% | −4,179−5.7% | Reduced |
| Commonwealth Equity Services, LLC | 67,055 | $4.48M | 0.01% | +4,005+6.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 66,145 | $4.42M | 0.02% | +6,377+10.7% | Added |
| State of Tennessee, Treasury Department | 66,088 | $4.41M | 0.02% | +25,289+62.0% | Added |
| Beacon Financial Group | 64,978 | $4.41M | 0.66% | −68−0.1% | Reduced |
| American International Group, Inc. | 65,655 | $4.38M | 0.03% | −4,136−5.9% | Reduced |
| Nomura Asset Management Co Ltd | 65,328 | $4.36M | 0.03% | −566−0.9% | Reduced |
| Hoylecohen, LLC | 64,375 | $4.30M | 0.45% | +1,115+1.8% | Added |
| Guggenheim Capital LLC | 64,298 | $4.29M | 0.03% | −35,787−35.8% | Reduced |
| MetLife Investment Management | 63,619 | $4.25M | 0.03% | −2,782−4.2% | Reduced |
| Vident Investment Advisory, LLC | 62,686 | $4.18M | 0.13% | +5,845+10.3% | Added |
| Natixis Advisors, L.P. | 62,147 | $4.15M | 0.02% | −577−0.9% | Reduced |
| Andra AP-fonden | 62,000 | $4.14M | 0.12% | +62,000 | New |
| Iowa State Bank | 61,028 | $4.08M | 1.08% | −1,518−2.4% | Reduced |
| Schroder Investment Management Group | 60,037 | $4.04M | 0.01% | +22,666+60.7% | Added |
| Comerica Bank | 60,753 | $3.88M | 0.03% | −4,019−6.2% | Reduced |
| BerganKDV Wealth Management, LLC | 56,355 | $3.76M | 0.43% | −44−0.1% | Reduced |
| ProShare Advisors LLC | 55,141 | $3.68M | 0.01% | −18,407−25.0% | Reduced |
| Freestone Capital Holdings, LLC | 54,053 | $3.61M | 0.14% | −11,897−18.0% | Reduced |
| Unison Advisors LLC | 53,689 | $3.59M | 0.92% | +460+0.9% | Added |
| Oregon Public Employees Retirement Fund | 53,187 | $3.55M | 0.05% | −6,875−11.4% | Reduced |
| CIBC World Markets Corp | 52,917 | $3.53M | 0.03% | −4,084−7.2% | Reduced |
| DnB Asset Management AS | 50,940 | $3.40M | 0.02% | −646−1.3% | Reduced |
| IFM Investors Pty Ltd | 49,954 | $3.34M | 0.06% | +1,940+4.0% | Added |
| Tower Research Capital LLC (TRC) | 49,704 | $3.32M | 0.07% | −370−0.7% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 48,013 | $3.21M | 0.02% | −3,001−5.9% | Reduced |
| Mount Lucas Management LP | 47,717 | $3.19M | 1.07% | −2,823−5.6% | Reduced |
| Dean Investment Associates, LLC | 47,239 | $3.15M | 0.61% | −172−0.4% | Reduced |
| Gulf International Bank (UK) Ltd | 44,571 | $3.00M | 0.05% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 44,741 | $2.99M | 0.26% | −2,500−5.3% | Reduced |
| Utah Retirement Systems | 44,613 | $2.98M | 0.05% | −1,500−3.3% | Reduced |
| Arjuna Capital | 43,640 | $2.92M | 1.41% | +883+2.1% | Added |
| American Century Companies Inc | 42,742 | $2.85M | 0.00% | +7,235+20.4% | Added |
| Envestnet Asset Management Inc | 42,545 | $2.84M | 0.00% | +319+0.8% | Added |
| Kingsview Wealth Management, LLC | 40,662 | $2.72M | 0.13% | −20,490−33.5% | Reduced |
| Teacher Retirement System of Texas | 39,969 | $2.67M | 0.02% | −14,631−26.8% | Reduced |
| State of Alaska, Department of Revenue | 39,289 | $2.62M | 0.03% | −9,153−18.9% | Reduced |
| Edmp, Inc. | 39,182 | $2.62M | 2.56% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 39,166 | $2.62M | 0.03% | −2,990−7.1% | Reduced |
| New York Life Investment Management LLC | 38,960 | $2.60M | 0.03% | +38,960 | New |
| US Bancorp | 38,487 | $2.57M | 0.00% | −4,037−9.5% | Reduced |
| Point72 Hong Kong Ltd | 38,370 | $2.56M | 0.17% | +8,109+26.8% | Added |
| Tredje AP-fonden | 37,177 | $2.48M | 0.06% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 36,523 | $2.44M | 0.10% | −31−0.1% | Reduced |
| Advisors Asset Management, Inc. | 36,223 | $2.42M | 0.04% | +36,223 | New |
| Meritage Portfolio Management | 36,009 | $2.40M | 0.19% | +421+1.2% | Added |
| Dakota Wealth Management | 35,833 | $2.39M | 0.22% | +713+2.0% | Added |
| Alaska Permanent Fund Corp | 35,700 | $2.38M | 0.03% | −3,000−7.8% | Reduced |
| Assenagon Asset Management S.A. | 35,617 | $2.38M | 0.01% | +35,617 | New |
| HighTower Advisors, LLC | 35,620 | $2.37M | 0.01% | +1,180+3.4% | Added |
| Private Advisor Group, LLC | 35,278 | $2.36M | 0.02% | +999+2.9% | Added |
| Ethic Inc. | 34,894 | $2.33M | 0.16% | +3,213+10.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 34,215 | $2.29M | 0.02% | +1,709+5.3% | Added |
| Cetera Investment Advisers | 33,417 | $2.23M | 0.04% | +669+2.0% | Added |
| Public Employees Retirement Association of Colorado | 32,668 | $2.18M | 0.01% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 32,549 | $2.17M | 0.23% | −40−0.1% | Reduced |
| Hancock Whitney Corp | 32,298 | $2.16M | 0.09% | +42+0.1% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 32,252 | $2.15M | 0.05% | +32,252 | New |
| Mutual of America Capital Management LLC | 32,054 | $2.14M | 0.03% | −369−1.1% | Reduced |
| Leelyn Smith, LLC | 32,054 | $2.14M | 0.56% | +1,508+4.9% | Added |
| Mackenzie Financial Corp | 31,978 | $2.14M | 0.00% | +5,815+22.2% | Added |
| Man Group plc | – | $2.11M | 0.01% | – | – |